The Power of Patience
“Patience is bitter, but its fruit is sweet.”
– Aristotle (384-322 BC)
ARISTOTLE
Aristotle is an employee-owned investment management organization backed by an experienced leadership team that has worked together for over twenty-five years. Our investment teams specialize in U.S., international and global equity portfolios in addition to a variety of fixed income strategies, including ESG. As of March 31, 2019, Aristotle’s investment teams managed over $21 billion globally.
- Shared service functions are conducted by business departments which support all Aristotle investment teams.
Aristotle Shared Services
- Compliance & Risk Management
- Investment Operations
- Trading
- Marketing Communications
- Advisory Distribution
- Institutional Sales
- Business Operations
- Business Solutions
- Finance & Human Resources
“Patience is bitter, but its fruit is sweet.” – Aristotle (384-322 BC)
ARISTOTLE PHILOSOPHY
Why did we choose the name Aristotle?
Aristotle, the great philosopher, emphasized the importance of developing excellence, or virtue, of character. In his view, excellence of character is a state concerned with choice and can be achieved when one is able to take the right action, at the right time, with the right motive and in the right way. At Aristotle, we embrace this concept.
The name Aristotle (Greek name Aristotélēs) means “the best purpose”, which is derived from the words aristos (best) and telos (purpose). To us, “best purpose” means that our purpose is to achieve excellence and to do so for our clients, our employees, our community and our shareholders. This philosophy is embodied in the Aristotle tenets below:
CLIENTS
Our first and primary responsibility is to our clients. We believe this is the foundation for our success.
EMPLOYEES
We are committed to creating a culture of honesty, hard work and integrity and fostering a setting that spurs intellectual growth.
COMMUNITY
We commit time, talent and resources to give back to our local communities.
SHAREHOLDERS
Through strong leadership and adherence to the Aristotle philosophy, we will strive to deliver an attractive long-term return on investment to our shareholders.
WE ARE ALWAYS LOOKING FOR MORE LIKE-MINDED INVESTMENT PROFESSIONALS WHO ASCRIBE TO
ARISTOTLE’S OVERARCHING PHILOSOPHY.
WE ARE ALWAYS LOOKING FOR MORE LIKE-MINDED INVESTMENT PROFESSIONALS WHO ASCRIBE TO
ARISTOTLE’S OVERARCHING PHILOSOPHY.
ARISTOTLE BY THE NUMBERS
“The whole is worth more than the sum of its parts.” – Aristotle (384-322 BC)
IS SERVING OUR CLIENTS
$21 BILLION IN COMBINED ASSETS
UNDER MANAGEMENT 1
INVESTMENT TEAMS 1
122 EMPLOYEES IN FOUR
OFFICE LOCATIONS 1
AVERAGE OVER 26 YEARS
OF INDUSTRY EXPERIENCE
IS MANAGED FOR
INSTITUTIONAL CLIENTS 1
SUPPORT EACH ARISTOTLE
INVESTMENT TEAM
FROM 19 DIFFERENT COUNTRIES
ARISTOTLE TEAM
- Board of Managers
- Shared Services
- Distribution
Richard S. Hollander
Chairman of the Board
Aristotle
Howard Gleicher, CFA
Chief Executive Officer
Chief Investment Officer
Aristotle
Gary W. Lisenbee
Co-Chief Executive Officer
Aristotle
Steve Borowski
President
Aristotle
Richard H. Schweitzer, CFA
Chief Financial Officer
Chief Operating Officer
Aristotle
Gary W. Lisenbee
Co-Chief Executive Officer
Corporate Oversight
Steve Borowski
President
Institutional Services
Richard H. Schweitzer, CFA
Chief Financial Officer
Chief Operating Officer
Finance & Operations
Michelle M. Gosom
Chief Compliance Officer
Compliance
Ranjit S. Sufi
Managing Director
Institutional Services
Patrick M. Schussman, CFA, CIMA, AIF
Managing Director
Advisory Distribution
James C. Reed, CFA
Managing Director
Private Client Group
Donn B. Conner, CFA
Managing Director
Private Client Group
James P. Birdwell, Jr.
Managing Director
Private Client Group
Nancy Scarlett
Chief Risk Officer
Risk Management
Robert R. Womack, Jr.
Chief Innovation Officer
Shared Services
Andrew M. Shapiro
Director of Trading
Trading
Randy Yi
Director of Trading
Trading
Sona Chandwani, CPA
Chief Administrative Officer
Finance
Geneviève Plourde, CFA
Director
Business Operations
Hazael Meza
Senior Vice President
Business Solutions
Ranjit S. Sufi
Managing Director
Institutional Services
Patrick M. Schussman, CFA, CIMA, AIF
Managing Director
Advisory Distribution
Will Averill
Managing Director
Institutional Services
Michael B. Carroll, CIMA
Senior Vice President, Regional Director
Advisory Distribution
James Huennekens
Senior Vice President, Regional Director
Advisory Distribution
Craig Maxwell, CFP
Senior Vice President, Regional Director
Advisory Distribution
Michael G. Sindici, CFA
Senior Vice President, Regional Director
Advisory Distribution
Peter Sykes
Senior Vice President, Regional Director
Advisory Distribution
Kyle Helton
Vice President, Regional Director
Advisory Distribution
Keri Hepburn
Vice President
Institutional Services
John Manley, CFA
Vice President
Institutional Services
Kosta Stathopoulos
Vice President
Institutional Services
Tracy Robeniol
Assistant Vice President
Advisory Distribution
David Wajner
Regional Associate
Advisory Distribution
Anthony Cafarchia
Senior Associate
Institutional Services
Gary W. Lisenbee
Co-Chief Executive Officer
Corporate Oversight
Steve Borowski
President
Institutional Services
Richard H. Schweitzer, CFA
Chief Financial Officer
Chief Operating Officer
Finance & Operations
Michelle M. Gosom
Chief Compliance Officer
Compliance
Ranjit S. Sufi
Managing Director
Institutional Services
Patrick M. Schussman, CFA, CIMA, AIF
Managing Director
Advisory Distribution
James C. Reed, CFA
Managing Director
Private Client Group
Donn B. Conner, CFA
Managing Director
Private Client Group
James P. Birdwell, Jr.
Managing Director
Private Client Group
Nancy Scarlett
Chief Risk Officer
Risk Management
Robert R. Womack, Jr.
Chief Innovation Officer
Shared Services
Andrew M. Shapiro
Director of Trading
Trading
Randy Yi
Director of Trading
Trading
Sona Chandwani, CPA
Chief Administrative Officer
Finance
Geneviève Plourde, CFA
Director
Business Operations
Hazael Meza
Senior Vice President
Business Solutions
Ranjit S. Sufi
Managing Director
Institutional Services
Patrick M. Schussman, CFA, CIMA, AIF
Managing Director
Advisory Distribution
Will Averill
Managing Director
Institutional Services
Michael B. Carroll, CIMA
Senior Vice President, Regional Director
Advisory Distribution
James Huennekens
Senior Vice President, Regional Director
Advisory Distribution
Craig Maxwell, CFP
Senior Vice President, Regional Director
Advisory Distribution
Michael G. Sindici, CFA
Senior Vice President, Regional Director
Advisory Distribution
Peter Sykes
Senior Vice President, Regional Director
Advisory Distribution
Kyle Helton
Vice President, Regional Director
Advisory Distribution
Keri Hepburn
Vice President
Institutional Services
John Manley, CFA
Vice President
Institutional Services
Kosta Stathopoulos
Vice President
Institutional Services
Tracy Robeniol
Assistant Vice President
Advisory Distribution
David Wajner
Regional Associate
Advisory Distribution
Anthony Cafarchia
Senior Associate
Institutional Services
COMMITMENT TO COMMUNITY
At Aristotle, we are committed to active participation in our communities both locally and internationally. We partner with a number of outstanding organizations and nonprofits that advance health, education, the arts and human services not only to support their valuable missions but also to enrich our own lives through teamwork and continuous learning. From walking to support St. Jude to mentoring youth to volunteering in neighborhoods in great economic need, Aristotle strives to make a meaningful difference in our communities.
Each Holiday Season, Aristotle makes a monetary donation on behalf of our clients to a charity determined by our employees. In the past, our contributions have included Disabled American Veterans, the Intrepid Fallen Heroes Fund and American Red Cross (Hurricane Harvey Relief).
In 2018, Aristotle contributed to Direct Relief on behalf of our clients in support of relief efforts related to California wildfires. The funds will be distributed to help rescue, shelter, feed and heal the impacted communities in California.